Registered Financial Services Representative - Charlotte, NC

Pacific Asset Management, LLC; Charlotte (NC); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Generous paid time off

Paid parental leave

401(k) savings plan with company match

Job summary

Pacific Asset Management, LLC is seeking a customer service specialist in Charlotte, NC, to manage inbound calls from policyholders and financial professionals. The ideal candidate will have 1–2 years of customer-facing experience and necessary licenses like FINRA SIE and Series 6 or 7.

This role requires strong communication and problem-solving skills, comfort using multiple systems, and the ability to thrive in a high-volume environment. Generous benefits and competitive compensation are provided, reflecting commitment to employee wellbeing.

Qualifications

• 1–2 years of customer-facing experience preferably in a call center or financial services environment.
• FINRA SIE and Series 6 or 7 licenses are required.
• Experience working in a structured, fast-paced environment.

Responsibilities

• Handle 40–60 inbound calls daily, providing guidance to policyholders.
• Research and resolve service requests with accuracy and professionalism.
• Document interactions in internal systems while navigating multiple platforms.

Skills

Customer service

Communication Skills

Problem-solving

Adaptability

Education

Bachelor’s degree or equivalent experience

Tools

Multiple computer systems

Job description

What You’ll Do

Handle 40–60 inbound calls daily from policyholders and financial professionals.

Provide guidance on policy transactions, account activity, and product details.

Research and resolve service requests with accuracy and professionalism.

Process requests and document interactions in internal systems.

Navigate multiple systems while assisting customers in real time.

Partner with internal teams to ensure timely resolution.

What Makes Someone Successful in This Role

• Enjoy helping people and solving problems.
• Communicate clearly and professionally with customers.
• Be comfortable in a high‑volume call environment.
• Learn new concepts quickly and adapt to change.
• Stay organized while managing multiple tasks and systems.

What You Bring

• 1–2 years of customer‑facing experience (call center, banking, retail, hospitality, or similar).
• FINRA SIE and Series 6 or 7 licenses.
• Strong communication and problem‑solving skills.
• Comfort using multiple computer systems.
• Ability to work in a structured, fast‑paced environment.

What Makes You Stand Out

• Bachelor’s degree or equivalent experience.
• Experience in financial services or insurance.

Compensation

Specialist: Charlotte: $30,000 – $32,000

Senior Specialist: Charlotte: $33,000 – $35,000

Base pay range represents the company’s good faith minimum and maximum range for this role at the time of posting. Actual compensation depends on experience, qualifications, and geographic location. Most employees are eligible for additional incentive pay.

Your Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off options (Paid Time Off, Holiday Schedules, Financial Planning Time Off).
• Paid parental leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and additional contribution regardless of participation.

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.